Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
37
37
years of professional experience
Work History
Controller
Frontera Construction, LLC
01.2017 - Current
Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Prepared balance sheets, cash flow reports and income statements.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Managed payroll data entry and processing for 30 employees to comply with predetermined company guidelines.
Used Quickbooks Enterprise and Procore Construction Software to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
Created and distributed reports on internal and external finances, audits, and budgets.
Quickbooks Proadvisor
Self Employed
01.2013 - 12.2016
Skilled at working independently and collaboratively in team environment.
Self-motivated, with strong sense of personal responsibility.
Proven ability to learn quickly and adapt to new situations.
Worked well in team setting, providing support and guidance.
Managed time efficiently in order to complete all tasks within deadlines.
Demonstrated respect, friendliness and willingness to help wherever needed.
Excellent communication skills, both verbal and written.
Passionate about learning and committed to continual improvement.
Proved successful working within tight deadlines and fast-paced environment.
Strengthened communication skills through regular interactions with others.
Organized and detail-oriented with strong work ethic.
Adaptable and proficient in learning new concepts quickly and efficiently.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Paid attention to detail while completing assignments.
Developed and maintained courteous and effective working relationships.
Identified issues, analyzed information and provided solutions to problems.
Head Bookkeeper
Weston Equity Ranch Management, LLC
12.2005 - 12.2012
Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records, and financial statements.
Maintained accurate historical records.
Matched purchase orders with invoices and recorded necessary information.
Developed effective systems for charting financial transactions for multiple businesses.
Complied with local, state and federal laws and requirements.
Contributed to development of office operations manual and improved accounting procedures by implementing accounting databases and software.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Generated invoices upon receipt of billing information and tracked collection progress.
Streamlined bookkeeping procedures to increase efficiency and productivity.
Inspected account books and recorded transactions.
Handled day-to-day accounting processes to drive financial accuracy.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Managed and responded to correspondence and inquiries from customers and vendors.
Input financial data and produced reports using Quickbooks Enterprise.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Maintained account accuracy by reviewing and reconciling checks monthly.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Gathered, evaluated and summarized account data in detailed financial reports.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Strengthened financial operations by conducting bank reconciliations and financial reporting.
Tracked financial progress by creating quarterly and yearly balance sheets.
Implemented new accounting processes to decrease spending and work flow downtime.
Legal Assistant
Lowrey, Foster And Hodge
06.2004 - 11.2005
Organized documents to manage paper and electronic filing systems of clients.
Filed court documents and legal pleadings with court clerk on behalf of attorneys.
Prepared and drafted correspondence and legal forms to maintain smooth communications.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Scheduled appointments, court appearances, and depositions for busy law firm.
Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
Revised and finalized letters, briefs, and memos.
Contacted clients to schedule appointments and discuss progress of cases.
Produced legal documents such as briefs, pleadings and appeals.
Bookkeeping Manager
American Dream Vacations
01.2003 - 05.2004
Identified accounting errors when cross-referencing documents and database information.
Maintained and processed invoices, deposits, and money logs.
Reduced financial discrepancies through transaction monitoring and management.
Developed and implemented procedures to improve accounting efficiency.
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Completed payroll for employees and maintained detailed records of procedures.
Reconciled and corrected issues with financial records.
Posted daily receipts and payments in accordance with corporate protocols.
Supported financial director with special projects and additional job duties.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Non Profit Public Relations
Pregnancy Assistant Center North
02.2000 - 06.2002
Increased awareness of company services and products with implementation of PR strategies.
Produced and distributed brochures, newsletters and press kits.
Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications.
Planned and organized seminars, meetings and retreats.
Created messages, position statements and other corporate communications based on company's objectives.
Helped plan and execute private, company, and client events.
Maintained and updated media contact lists and databases for ease of access.
Tracked and reported on success of campaigns and public relations efforts.
Assisted in developing media strategies and campaigns for client needs.
Created media kits and utilized promotional materials to meet specific strategic initiatives.
Coordinated media events, photo opportunities and press interviews to drive client engagement.
Executive Administrative Assistant
Sadler Clinic
10.1992 - 11.1999
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
Seamlessly interacted with colleagues to plan and complete special projects.
Screened calls and emails and initiated actions to respond or direct messages for managers.
Documented and distributed meeting notes to identify, analyze, and improve workflows.
Handled confidential and sensitive information with discretion and tact.
Processed travel expenses and reimbursements for executive team and senior management group.
Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Executive Secretary
The Industrial Bank Of Japan
02.1986 - 09.1992
Handled confidential information in professional manner.
Answered high volume of phone calls and email inquiries.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Coordinated travel arrangements and bookings for executive staff.
Handled incoming and outgoing mail, email and faxes.
Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Screened personal and business calls and directed to appropriate party.